See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,025 | $49,025-81.6% | $87,507-89.7% | $62,891-85.7% |
| Participation rate | 47.4% | 64.9%-17.5pp | 73.8%-26.5pp | 69.3%-21.9pp |
| Annual return | 13.72% | 10.02%+3.7pp | 12.21%+1.5pp | 20.14%-6.4pp |
| Employer contribution / active EE | $0 | $1,372-100.0% | $2,550-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,006 | $2,289+31.3% | $3,149-4.5% | $3,203-6.2% |
| Admin fee / account holder | $3,108 | $4,065-23.6% | $4,221-26.4% | $4,296-27.6% |